Main Street Financial Solutions, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1763350
NEWTOWN, PA
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$772,766
+$25,467 QoQ
Shares Held
9,351
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,524
of 2,858 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Main Street Financial Solutions, LLC holds $12,993,417 across 7 Banks - Diversified names. WFC ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,600 | $4,779,018 | |
| 2 | BAC |
Bank Of America Corp /De/
|
74,674 | $4,254,924 | |
| 3 | UBS |
UBS Group AG
|
22,669 | $1,123,475 | |
| 4 | C |
Citigroup Inc
|
6,868 | $961,245 | |
| 5 | TD |
Toronto Dominion Bank
|
7,415 | $900,403 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
9,351 | $772,766 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,394 | $201,586 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,766 | 9,351 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $747,299 | 9,387 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $869,649 | 9,331 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,442,961 | 17,215 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,122,320 | 14,008 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $476,685 | 6,640 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $687,368 | 9,786 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $654,210 | 11,581 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $556,127 | 9,364 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $409,371 | 7,063 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $350,790 | 7,127 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $306,817 | 7,509 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $295,217 | 6,917 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $251,455 | 6,727 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $260,746 | 6,315 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $231,345 | 5,752 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $235,803 | 6,020 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $266,723 | 5,504 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $293,925 | 6,126 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $320,693 | 6,910 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $324,910 | 7,174 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $273,294 | 6,995 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $271,016 | 8,980 | Shares | Sole | 2021-03-01 | |
| No filing history on record for this holder in this stock. | ||||||